Waverly Advisors, LLC
Waverly Advisors, LLC reported 1,751 positions worth $17.24B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $972.0M | 5.64% | 1,297,944 | — | — | |
| ▸ 2 | AAPL | SH | $424.6M | 2.46% | 1,467,543 | — | — | |
| ▸ 3 | VUG | SH | $411.0M | 2.38% | 4,770,796 | — | — | |
| ▸ 4 | VIG | SH | $324.5M | 1.88% | 1,371,321 | — | — | |
| ▸ 5 | NVDA | SH | $288.9M | 1.68% | 1,443,734 | — | — | |
| ▸ 6 | MSFT | SH | $257.3M | 1.49% | 689,804 | — | — | |
| ▸ 7 | AVUV | SH | $224.8M | 1.30% | 1,801,650 | — | — | |
| ▸ 8 | VTI | SH | $222.0M | 1.29% | 599,991 | — | — | |
| ▸ 9 | PRF | SH | $193.3M | 1.12% | 3,577,537 | — | — | |
| ▸ 10 | SPIB | SH | $192.4M | 1.12% | 5,749,007 | — | — |
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Frequently Asked Questions
What stocks does Waverly Advisors, LLC hold as of Q2 2026?
Waverly Advisors, LLC reported 1751 positions worth $17.24B in its Q2 2026 13F filing. Largest positions: IVV (5.6%), AAPL (2.5%), VUG (2.4%), VIG (1.9%) and NVDA (1.7%).
What did Waverly Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Waverly Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.